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11/18/20 Zack Ellison Elected To CFA Society Los Angeles’ Board Of Governors

posted by A.R.I. Venture Debt Opportunities Fund
4yrs ago 212

A.R.I.’s Founder honored to support CFALA’s mission to promote integrity, professional excellence and engagement among its members and within the community


LOS ANGELES – November 18, 2020 – Applied Real Intelligence (“A.R.I.”) is pleased to announce that its Managing General Partner and Chief Investment Officer, Zack Ellison, CFA, CAIA, has been appointed to the Board of Governors of CFA Society Los Angeles (“CFALA”), where he will serve a 3-year term. 


Additionally, Mr. Ellison serves as Chair of the CIO Advisory Council, leading the development of CFALA’s highly successful CIO Investment Leadership Series, and as the Chair of the University Relations Committee, spearheading relationship-building with universities in Southern California.


“As a CFA Charterholder since 2008, I have found the CFA designation to be the ‘gold standard’ in the investment management industry given the program’s relevant content, rigor, and commitment to the highest ethical standards. It is a privilege to now be in a position to give back to the CFA community and students who are considering undertaking the program. It’s an honor to join a very distinguished Board of Governors who will work hard to further CFALA’s mission.”


“CFA Society Los Angeles is one of the largest member societies of the CFA Institute, a global community of more than 178,000 investment professionals working to build an investment industry where investors’ interests come first, markets function at their best, and economics grow. We are delighted to welcome Zack to CFALA’s Board of Governors. His strategic vision, investment knowledge and commitment to excellence will boost our ability to provide our members with meaningful educational content and professional networking opportunities,” said Laura Carney, CEO of CFALA.  


“Zack brings great experience and energy to the CFALA Board. He has demonstrated his deep knowledge with the creation of the CIO Advisory Council series, bringing thought leadership from top investment professionals across the U.S. to the LA investment community. He has also been successful in expanding university outreach, building strong relationships with universities in Southern California,” said Alicia Romo, President of the Board of Governors of CFALA.


About Applied Real Intelligence LLC (“A.R.I.”)

A.R.I. is a venture debt investment manager focused on providing financing solutions to innovative, high-growth, VC-backed companies operating in recession-resistant sectors and underserved regions throughout North America. To learn more please visit https://www.arivc.com/.  


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.